See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,425 | $86,929+92.6% | $102,423+63.5% | $80,856+107.1% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 16.01% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $7,601 | $2,369+220.8% | $3,023+151.4% | $2,755+175.9% |
| Participant deferral / active EE | $5,907 | $4,118+43.4% | $5,053+16.9% | $4,296+37.5% |
| Admin fee / account holder | $45,701 | $8,049+467.8% | $9,451+383.6% | $6,918+560.6% |